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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,475 | $183,516-78.5% | $155,534-74.6% | $145,884-72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.84% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $4,862 | $5,315-8.5% | $4,675+4.0% | $4,662+4.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $542 | $19,293-97.2% | $15,900-96.6% | $13,392-96.0% |